Special Market Update: Emerging market and commodities

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Neil Gregson and Austin Forey

Hear two of our leading equity fund managers, Neil Gregson and Austin Forey, as they discuss their thoughts on the current state of global financial markets and explain why emerging markets have a vital role to play in investor portfolios.

The range has been developed specifically to deliver the higher income that clients demand, with the aim of generating a 7% target annual yield.* Join Thomas See, who developed and launched the strategy in 2005, for an update.

We remain rooted in an extraordinary economic environment and with yields close to all-time lows, bond investors are right to question where we go from here. There are a number of key issues outstanding, such as when we might see interest rate hikes, what to do next with duration and whether bond market liquidity is as bad as some imply. With this in mind, Ian Spreadbury believes that conservative name selection, efficient allocation and careful liquidity management are crucial to maintaining healthy risk-adjusted returns. Listening to this webcast qualifies for 45 minutes of structured CPD.

With a number global equity markets reaching all-time highs in the early months of 2015, equity investors are understandably becoming increasingly selective and seeking ever more sophisticated ways to generate return and outperform.

Join Mikhail Zverev, Head of Global Equities and manager of the Global Equity Unconstrained Fund, to hear why he believes an unconstrained mandate is well positioned to continue to generate alpha in the current environment, an update on the Fund and the areas of the market where he is currently finding the most compelling bottom-up stock ideas.

If you do not have the facilities to listen online (headphones / speakers) please use the details below:

The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join Marcus Brookes, head of the Multi-Manager team, for an update.

Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Sentiment and appetite in Emerging Markets equities is starting to improve. There has been a wealth of good news around emerging markets in recent months, including the Chinese economy showing improving growth and the election of market-friendly leaders in both India and Indonesia.

As we look for an improvement in earnings, and for EM to ‘recouple’ with their developed counterparts, hear Portfolio Manager Leon Eidelman discuss the environment in 2014, our portfolio positioning and changes and why this asset class continues to be one that long-term investors shouldn’t ignore.

Hear Iain Stealey, portfolio manager of the JPM Strategic Bond Fund, as he discusses how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.

This call will qualify you for 30 minutes of Structured CPD, accredited by the Charted Insurance Institute (CII).

Join JPM UK Active Index Plus Fund portfolio manager James Illsley as he discusses how the fund’s bottom-up fundamental investment approach has helped the fund outperform the benchmark for 35 consecutive months on a 3 year rolling basis.

The JPM UK Active Index Plus Fund aims to provide low cost, low tracking error and actively managed exposure to the long-term growth potential of the UK stock market. By maintaining a bias to the best value, quality and momentum stocks within an actively risk-controlled portfolio, the JPM UK Active Index Plus Fund can help to boost the returns available from the UK market over time, while controlling volatility relative to the benchmark.

Don’t miss the opportunity to hear from James and put forward your questions.

Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

With the European Central Bank (ECB) having just raised its forecasts for eurozone growth and inflation for the next three years, the outlook for regional equities is bright. European companies are expected to grow their earnings further this year, and the ECB’s government bond purchase programme should support the eurozone recovery and boost confidence among corporates and households. Risks remain, however, including the ongoing Greek debt crisis and the uncertainty brought about by the May general election in the UK.

In this context, Stephen Macklow-Smith, Europe Strategist Behavioural Finance and Jon Ingram, manager of the JPMorgan Europe Dynamic (ex-UK) Fund, share their views on the outlook for European equity investors, as well as the benefits of an unconstrained approach to investing in attractively valued, high quality European companies that are underpinned by good momentum.

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

From April, investors who used to have to buy annuities may instead be well served by multi-asset income funds. They are easy to understand, accessible and come without the complex and expensive guarantees attached to annuities.

Hear Nicola Rawlinson, client portfolio manager, as she discusses how the JPM Multi-Asset Income Fund aims to produce a regular, attractive level of income, by continually investigating new and alternative sources of income globally.
Please note that questions can be submitted during the webconference.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 38585
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Join JPM US Equity Income Fund Client Portfolio Manager, Fiona Harris, as she discusses the how fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 38584
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Japan continues to show signs of improvement both from a micro and macro perspective. Improving corporate governance, healthy earnings growth and stable political leadership are major factors helping Japan to move forward.

Finding the companies that will do well, is best achieved through an on-the-ground presence. Hear portfolio manager Nicholas Weindling, based in Tokyo, discuss the outlook for Japan in 2015, our portfolio positioning and why the JPM Japan Fund and JPM Japanese Investment Trust are attractive choices for investors looking to fully capitalize on Japan’s economic revival.

George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the EM Equity Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Start 2015 with an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The J.P. Morgan Income Opportunity Strategy offers an absolute-return oriented, dynamic approach to fixed income investing. With the flexibility to take opportunistic positions in the global fixed income markets, the strategy seeks to produce positive returns in excess of a cash benchmark in diverse market environments.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he discusses how the fund is position to benefit from a diversified exposure to the commodities sector.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 35205
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)